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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,165 | $77,416-41.7% | $69,464-35.0% | $152,897-70.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 21.75% | 39.08%-17.3pp | 28.98%-7.2pp | 345.43%-323.7pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,124 | $4,413+61.4% | $3,536+101.5% | $5,851+21.8% |
| Admin fee / account holder | $199 | $6,208-96.8% | $3,840-94.8% | $11,599-98.3% |